Investors are looking for performance and protection. Prizm implements an actively managed approach to risk management through a proprietary Risk-Appropriate Investment Strategy Evaluation (RAISE) investment process. This approach uses an array of innovative, actively managed investment strategies - each with its own built-in risk management methodology.
It relies on up-to-the-minute monitoring of market behavior to help establish our clients' disposition for risk. A strong financial plan accounts for your personal and financial circumstances, your life objectives, and your risk tolerance. Your financial plan serves as a guide to determine the right types of investments that will meet your needs and accomplish your goals.
It relies on up-to-the-minute monitoring of market behavior to help establish our clients' disposition for risk. A strong financial plan accounts for your personal and financial circumstances, your life objectives, and your risk tolerance. Your financial plan serves as a guide to determine the right types of investments that will meet your needs and accomplish your goals.
Services
We believe our clients should have the flexibility to take advantage of opportunities while still maintaining a definitive, imbedded layer of risk management. PRIZM continually implements new technologies and seeks out innovative investment managers toward this goal. Since 2000, Dean Zayed and Mark Perkins have been crafting a risk-managed approach to wealth management.
Please be advised that presently, Mark Perkins holds Series 7, 63 & 65 in IL and Andrew Andersen holds 66 licenses in IL. For residents of other states in which registration is not held, proper licenses and registrations must be obtained from Mark Perkins or Andrew Andersen before proceeding further.
Financial planning involves your personal strategy for managing your assets in a way that integrates risk management, opportunities for growth, and stability in both the short and long term. It's a critical part of life planning. No matter where you go, you need to have a solid plan to get there or to fall back on if you hit a bump in the road.
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